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MDU Resources

310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4.55% more ownership

Funds ownership: 158.99%163.54% (+4.6%)

0% more funds holding

Funds holding: 309310 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

6% less capital invested

Capital invested by funds: $2.51B → $2.36B (-$147M)

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
117
Reduced
97
Closed
27
Calls
$1.24M
Puts
$1.25M
Net Calls
-$18K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$392K -$12.7K -1,578 -3%
SBH
202
Segall Bryant & Hamill
Illinois
$386K +$21.1K +2,630 +5%
LS
203
Livforsakringsbolaget Skandia
Sweden
$383K
PA
204
Profund Advisors
Maryland
$380K -$171K -21,339 -29%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$370K -$198K -24,590 -33%
SCM
206
Shelton Capital Management
Colorado
$363K
CAM
207
Capstone Asset Management
Texas
$348K +$18.2K +2,261 +5%
NV
208
Nair Vinay
$339K +$141K +17,505 +62%
AIM
209
Ada Investment Management
New York
$339K +$367K +45,642 New
TIM
210
Thompson Investment Management
Wisconsin
$324K
FWCM
211
Ferguson Wellman Capital Management
Oregon
$321K -$21.1K -2,630 -6%
LIA
212
LS Investment Advisors
Michigan
$313K +$132K +16,369 +64%
BTNA
213
Bremer Trust National Association
Minnesota
$298K +$21.3K +2,651 +7%
PAG
214
Private Advisor Group
New Jersey
$285K -$32.1K -3,998 -9%
JHIU
215
Janus Henderson Investors US
Colorado
$285K +$2.11K +263 +0.7%
GIA
216
GHP Investment Advisors
Colorado
$280K +$18.9K +2,354 +6%
PAM
217
Panagora Asset Management
Massachusetts
$280K +$54.9K +6,838 +22%
CPO
218
Cerity Partners OCIO
New York
$275K +$48.8K +6,073 +20%
Los Angeles Capital Management
219
Los Angeles Capital Management
California
$270K
TCT
220
TIAA CREF Trust
Missouri
$263K -$65.7K -8,181 -19%
PFS
221
Prospera Financial Services
Texas
$263K -$18.7K -2,325 -6%
CA
222
Cetera Advisors
Colorado
$263K +$739 +92 +0.3%
KBC Group
223
KBC Group
Belgium
$261K
CAN
224
Cetera Advisor Networks
California
$258K
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$258K +$39.4K +4,902 +16%

MDU Hedge Fund Activity: Q2 2015 in Review

310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
  • Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
  • The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2015.